ORGANIZATIONAL PERFORMANCE MANAGEMENT & MEASUREMENT - California

STATE OF CALIFORNIA

ORGANIZATIONAL PERFORMANCE MANAGEMENT &

MEASUREMENT

Strategic Planning & Performance Measurement

Staff Training Handbook

2007 Edition

Credits and Use

CREDITS

This handbook was developed under the direction of Dr. Denzil Verardo for the California Performance Review. It was approved by the Office of Governor Schwarzenegger in July, 2004 for delivery to state agencies. The Handbook involved many state employees during its formative stages and later implementation stages. The handbook preparation team included:

Rita Escobar, Ann Evens, Dr. David Illig, Sue Loustalot, Norma Ortega, Nicolas Schweizer, Jennifer Shaffer and Cindy Woolston.

The original training preparation team included:

Mary Fernandez , Mary Veliquette, Jennie Verardo, Tom Ward, and Pete Williams.

Subsequent editions, under the purview of the State Personnel Board, were modified based on feedback and new materials by Jennie Verardo, Pete Williams and Dr. Denzil Verardo.

USE

The material contained in this handbook may be freely copied with a credit line to the California Performance Review.

July, 2007

TABLE OF CONTENTS

INTRODUCTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Performance Management Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About this Handbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

I. A GUIDE TO STRATEGIC PLANNING. . . . . . . . . . . . . . . . . . . . . . . . 5 What is Strategic Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 The Purpose of Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 The Strategic Planning Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Do We Need to Change Direction? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

II. PERFORMANCE MEASUREMENT AND MANAGEMENT. . . . . . . . 20 Performance Measurement -- How Do We Measure Progress? . . . . . . . 20 Why Measure? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Developing and Using Performance Measures . . . . . . . . . . . . . . . . . . . . 26 Key Steps for Using Performance Measures. . . . . . . . . . . . . . . . . . . . .. 32 The relationship of support and administrative programs to Agency Mission and Core Programs . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Final Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

APPENDIX Appendix A: Glossary Appendix B: Worksheets

CALIFORNIA STATE PERFORMANCE MANAGEMENT HANDBOOK

If you don't know where you're going, how are you gonna' know when you get there? Yogi Berra

INTRODUCTION

Performance management is the unified use of strategic planning, performance measurement, budgeting for results, and performance review. Performance budgeting is the use of performance management to tie program funding to demonstrated outcomes. The approach suggested in this handbook instructs agencies to:

Identify the needs and demands of their customer/clients and the programs that meet those needs;

Establish clear, measurable outcomes for those programs; and Produce and maintain a formal system of accountability and use information in

budget development.

This fully-integrated process helps California state government become more creative, flexible, focused, and accountable in responding to customer/client needs. performance management allows programs to direct scarce resources toward high priority and wellperforming programs and services. Ultimately, the collection of techniques outlines in this handbook will, when fully integrated or implemented, enhance the performance of the public sector by improving the ability of California government to produce results.

Implementing a performance management system requires the simultaneous implementation and use of several components. At higher levels, performance management links strategic planning and performance concepts with budget development. At the program level, performance management links strategic plans to annual action plans, budget requests, and annual performance reviews ? all driven by outcome-based performance measures.

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download